Estate Planning Blog From a Southern California Perspective

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Planning for Your Aging Parent’s Future: Understanding the Role of Successor Trustee and Power of Attorney
Watching our parents age and lose capacity can be difficult. Read our blog post on how to navigate this time to ensure your parent's wishes and wellbeing are taken care of.
Top 10 Reasons to Notify your Trustees and Agents in your Estate Plan to Prevent Unauthorized Intrusion
Read article to learn why it's important to let your successor trustee and agents know your plans to avoid third parties from trying to insert themselves into your estate.
What Is a Retirement Protector Trust (aka Retirement Plan Trust)?
Learn about retirement protector trusts & their advantages to safeguard your retirement assets for future generations in San Diego & Orange County. Click here
What is a Family Limited Partnership?
Discover how this versatile legal structure can help preserve & transfer family wealth and provide asset protection in San Diego & Orange County. Click here
Knowing how to properly protect an aging loved one legally is key for success in saving time, money and the health of not only an aging loved one but their primary caregiver as well.
Caring for someone with dementia is more expensive—and care is often needed longer—than for someone who does not have dementia. Proper planning legally is key.
What Documents Should be Part of the Estate Plan if an Aging Parent Becomes Unable to Make Financial or Medical Decisions?
Physician Assisted Death is Now Legal in California
California Law-End of Life Option Act
Protecting Mom and Dad’s Assets from a Nursing Home Stay
Irrevocable Trust Planning to Provide Asset Protection for our Elder Loved Ones
Irrevocable Trust Planning to Provide Asset Protection for our Elder Loved Ones according to San Diego attorney Brenda Geiger.